See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,596 | $214,378+23.0% | $200,582+31.4% | $142,382+85.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.07% | 46.41%-30.3pp | 42.33%-26.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $8,160 | $6,841+19.3% | $6,419+27.1% | $4,299+89.8% |
| Participant deferral / active EE | $26,571 | $9,865+169.3% | $9,331+184.8% | $6,507+308.3% |
| Admin fee / account holder | $703 | $17,692-96.0% | $16,305-95.7% | $12,624-94.4% |